Notify me when NewFocus Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2020 | 118 | $339,727,000 | +$14,919,529 | -$7,886,583 | +$7,032,946 | AAPL, VIG, CMF, MSFT, IVV | 13F-HR | 27 Jan 2021, 17:49 |
| Q3 2020 | 113 | $300,019,000 | +$48,962,262 | -$25,351,917 | +$23,610,345 | AAPL, VIG, CMF, MSFT, IVV | 13F-HR | 26 Oct 2020, 10:18 |
| Q2 2020 | 108 | $278,941,000 | +$53,716,758 | -$36,199,405 | +$17,517,353 | AAPL, CMF, VIG, MSFT, IVV | 13F-HR | 21 Jul 2020, 17:13 |
| Q1 2020 | 92 | $216,598,000 | +$44,611,799 | -$34,157,722 | +$10,454,077 | AAPL, VIG, MSFT, IVV, UNH | 13F-HR | 29 Apr 2020, 14:33 |
| Q4 2019 | 103 | $256,145,000 | +$12,176,998 | -$4,965,130 | +$7,211,868 | AAPL, VIG, VBR, CTAS, UNH | 13F-HR | 07 Feb 2020, 20:27 |
| Q3 2019 | 101 | $227,876,000 | +$10,508,739 | -$2,733,902 | +$7,774,837 | AAPL, VBR, VIG, CTAS, MSFT | 13F-HR | 30 Oct 2019, 17:10 |
| Q2 2019 | 94 | $216,011,000 | +$12,645,970 | -$3,467,222 | +$9,178,748 | VBR, AAPL, VIG, CTAS, CSCO | 13F-HR | 23 Jul 2019, 17:10 |
| Q1 2019 | 85 | $200,446,000 | +$14,699,631 | -$7,036,778 | +$7,662,853 | VBR, AAPL, VIG, CSCO, CTAS | 13F-HR | 26 Apr 2019, 14:00 |
| Q4 2018 | 84 | $169,384,000 | +$23,326,233 | -$11,730,557 | +$11,595,676 | VIG, AAPL, UNH, CTAS, CSCO | 13F-HR | 25 Jan 2019, 19:39 |
| Q3 2018 | 74 | $185,068,000 | +$10,127,670 | -$6,134,379 | +$3,993,291 | AAPL, VIG, CTAS, UNH, CSCO | 13F-HR | 26 Oct 2018, 16:26 |
| Q2 2018 | 71 | $165,971,000 | +$3,533,023 | -$2,212,766 | +$1,320,257 | AAPL, VIG, CTAS, UNH, CSCO | 13F-HR | 03 Aug 2018, 16:51 |
| Q1 2018 | 68 | $159,172,000 | +$13,344,734 | -$17,717,690 | -$4,372,956 | AAPL, VIG, CTAS, UNH, CSCO | 13F-HR | 24 Apr 2018, 20:53 |
| Q4 2017 | 72 | $164,110,000 | +$8,872,878 | -$6,002,457 | +$2,870,421 | AAPL, UNH, VIG, EWU, CTAS | 13F-HR | 07 Feb 2018, 13:47 |
| Q3 2017 | 67 | $153,963,000 | +$4,138,276 | -$33,460,505 | -$29,322,229 | AAPL, EWU, UNH, VIG, CTAS | 13F-HR | 30 Oct 2017, 08:25 |
| Q2 2017 | 67 | $177,052,000 | +$21,880,840 | -$9,512,382 | +$12,368,458 | VLUE, VNQ, AAPL, UNH, IVV | 13F-HR | 31 Jul 2017, 13:54 |
| Q1 2017 | 62 | $162,070,000 | +$20,188,158 | -$15,247,465 | +$4,940,693 | VLUE, VNQ, AAPL, DON, IVV | 13F-HR | 03 May 2017, 20:28 |
| Q4 2016 | 58 | $148,355,000 | +$15,834,561 | -$8,883,216 | +$6,951,345 | VLUE, DON, AAPL, IVV, UNH | 13F-HR | 02 Feb 2017, 15:07 |
| Q3 2016 | 50 | $138,007,000 | +$4,544,010 | -$6,109,214 | -$1,565,204 | DON, VLUE, AAPL, VBR, IVV | 13F-HR | 26 Oct 2016, 15:56 |
| Q2 2016 | 49 | $135,293,000 | +$17,604,700 | -$25,375,667 | -$7,770,967 | DON, VLUE, AAPL, VBR, IVV | 13F-HR | 09 Aug 2016, 15:23 |
| Q1 2016 | 48 | $130,266,000 | +$11,190,219 | -$18,810,748 | -$7,620,529 | IVV, VBR, AAPL, DON, VHT | 13F-HR | 29 Apr 2016, 20:41 |
| Q4 2015 | 65 | $136,570,000 | +$11,492,266 | -$3,920,658 | +$7,571,608 | IVV, VBR, AAPL, DON, VHT | 13F-HR | 08 Feb 2016, 21:55 |
| Q3 2015 | 60 | $122,744,000 | +$18,131,535 | -$30,628,245 | -$12,496,710 | VBR, IVV, AAPL, DON, VHT | 13F-HR | 09 Nov 2015, 21:18 |
| Q2 2015 | 57 | $155,176,000 | +$1,347,404 | -$4,126,197 | -$2,778,793 | HEDJ, IVV, AAPL, DON, VHT | 13F-HR | 07 Aug 2015, 18:00 |
| Q1 2015 | 57 | $160,387,000 | +$34,915,059 | -$23,146,407 | +$11,768,652 | IVV, HEDJ, AAPL, DON, VHT | 13F-HR | 01 May 2015, 16:47 |
| Q4 2014 | 59 | $145,071,000 | +$22,809,902 | -$7,825,973 | +$14,983,929 | IVV, VWO, AAPL, VHT, IJK | 13F-HR | 11 Feb 2015, 14:53 |
| Q3 2014 | 40 | $124,112,000 | +$7,479,442 | -$9,680,132 | -$2,200,690 | VWO, IVV, VHT, AAPL, XLK | 13F-HR | 12 Nov 2014, 09:16 |
| Q2 2014 | 46 | $126,502,000 | +$13,823,348 | -$10,471,495 | +$3,351,853 | IVV, VWO, VHT, IJK, XLK | 13F-HR | 22 Jul 2014, 20:57 |
| Q1 2014 | 39 | $120,914,000 | +$4,752,547 | -$3,245,187 | +$1,507,360 | IVV, VWO, IJK, XLK, VHT | 13F-HR | 14 Apr 2014, 08:03 |
| Q4 2013 | 38 | $118,545,000 | $0 | $0 | $0 | IVV, VWO, IJK, XLK, VHT | 13F-HR | 13 Feb 2014, 06:38 |